Send Listy

Product: Send Listy

  • Send Listy Plans

    Overview

    Send Listy maintains the active plan catalog. The standard seeded catalog contains Free, Personal Yearly, Family Yearly, and Business Yearly.

    Account counts

    • Free — one account.
    • Personal Yearly — one account.
    • Family Yearly — up to five accounts in the standard seeded definition.
    • Business Yearly — up to twenty accounts in the standard seeded definition.

    Pricing and public presentation

    The live price, offer presentation, public feature bullets, plan visibility, and some plan settings are administrator-managed. The Plans page is the authoritative place to see the price currently offered to you. Checkout uses the current plan definition and current displayed price rather than an old hard-coded catalog price.

    Limits and features

    Plans can differ in list limits, storage, item limits, participant limits, attachments, quotas, premium templates, advanced sharing, AI features, team features, group assignment, seat management, and business features. The current plan comparison reflects the active plan definitions.

  • Appearance Settings

    Overview

    Appearance controls how Send Listy is displayed in the current browser.

    Options

    • Text size — choose Small, Medium, or Large.
    • Dark mode — switch between the light and dark Send Listy appearance.
    • Green browser bar — apply the Send Listy theme color to supported browser or web-app chrome.

    Preference storage

    These appearance preferences are stored on the current browser/device and are applied immediately.

  • Storage & Sync Settings

    Overview

    The Storage & Sync section displays the attachment-storage configuration used by the current Send Listy installation.

    What it shows

    • Attachment storage — the current attachment-storage mode.
    • Attachment limits — the current maximum attachments per list and per item.

    Notes

    This section is separate from account list synchronization. For list synchronization between devices, see Sync Lists Across Devices.

  • Upgrade a Paid Plan

    Overview

    Payment-managed paid plan changes use an explicit confirmation flow. No plan change is made merely by opening the preview.

    Steps

    1. Open Plans from My Plan.
    2. Choose a higher paid plan.
    3. Review the current plan, new plan, current target price, and upgrade policy.
    4. Acknowledge the billing notice.
    5. Select Confirm Upgrade.

    Billing behavior

    For the current payment-provider flow, the upgrade takes effect immediately. The payment provider calculates the prorated difference for the remaining billing period and may charge that difference to the payment method immediately.

    Validation

    Send Listy checks the target plan and current seat usage before showing the confirmation and checks them again when you confirm.

  • Language & Region Settings

    Overview

    Language & Region controls the active Send Listy language and the default currency used for lists that support currency-related fields.

    Change language or currency

    1. Open Settings → Language & Region.
    2. Select your preferred app language from Default language.
    3. Select the currency you want Send Listy to use by default from Default currency.

    Language-aware features

    Language-aware Send Listy features can react to the active language. For example, Video Tutorials reloads its tutorial library for the current language and updates its interface direction and labels.

  • Notifications in Settings

    Overview

    The Notifications section in Settings provides a shortcut to the Send Listy notification inbox.

    When signed in

    The card shows the current notification-related count and opens the notification inbox.

    When signed out

    Settings indicates that you need to sign in to view notifications.

  • Help & About

    Overview

    Help & About connects Settings to the Send Listy user guide and displays application information.

    Send Listy user guide

    Select Send Listy user guide to open the configured Documentation destination. This is the official help source for creating, sending, and managing lists.

    Notes

    The Documentation system is the official product-help source. Ask Listy is designed to retrieve answers from that same documentation rather than maintaining a separate set of manually coded answers.

  • Family and Business Plan Members

    Overview

    Multi-account plans use seats. The plan owner counts as one seat, and active sponsored members use additional seats up to the plan limit.

    For the plan owner

    My Plan shows Members & Invitations, seat usage, the owner row, active member rows, pending invitations, and member-management actions when those features are enabled.

    For a sponsored member

    A sponsored member can see that membership is Included by plan owner. A member whose own direct plan is Free can inherit the active Family or Business plan scope. A user with another non-Free direct plan keeps the direct plan scope instead of silently consuming sponsored paid access.

  • Remove a Member from a Shared Plan

    Overview

    The plan owner can use Remove Access for an active sponsored member.

    What happens

    The sponsored Family or Business plan access ends and the seat becomes available again. Pending invitations for the same removed member or email on that subscription are cancelled to prevent an old invitation from immediately restoring access.

    What is not deleted

    Removing plan access does not delete the member’s personal Send Listy account, lists, or personal data.

  • Manually Managed Plans

    Overview

    A manual plan is managed by a Send Listy administrator rather than by an automatic billing provider.

    Billing and renewal

    My Plan labels this subscription Manual plan and Manual renewal. Automatic billing controls such as Cancel at Period End and Resume Renewal are not available.

    Downgrade requests

    A manual downgrade is submitted for administrator review. Submitting the request does not change the plan and does not contact the payment provider. The current plan stays active until an administrator approves the request. Seat capacity is checked before the request is created and again before an approved plan change is applied.